Programme activity
Programme milestones; session dates and formats; approved communication assets; registrations and attendance.
Plan sessions, organise communications and review privacy-safe programme activity from one employer workspace.
Saventh HRMS is an employer-facing workspace for administering Saventh workplace financial wellness activity. It can support programme planning, session scheduling, communications and aggregate participation reporting. It should not expose an employee’s debt, investments, score or personal planning details to HR.

Choose a workforce group, sequence one or more education topics, schedule delivery and plan follow-up communications. HR edits groups, schedules and communications; Saventh-recommended education content stays read-only unless a change is agreed.
Programme milestones; session dates and formats; approved communication assets; registrations and attendance.
Aggregate feedback; support requests and exports where available. Display plan or contract limits beside restricted features.
Define employer-admin and Saventh support roles, authentication, invitation and offboarding. HR reporting should default to aggregate programme activity. Personal financial answers, scores, planning notes and product actions remain outside ordinary employer visibility.
Review Saventh’s privacy policy and HR integration options separately from portal setup.
Set programme scope and administrators.
Configure the workspace and delivery plan.
Test invitations, permissions and reporting.
Launch to a pilot group.
Review aggregate use and refine the next phase.
HR can edit workforce groups, schedules and communications. Saventh-recommended education content stays read-only unless a change is agreed in programme planning.
No. It is Saventh’s employer workspace; connections to another HRMS are a separate integration scope.
HR should see agreed programme-level activity, not individual financial details or product actions by default.
Yes. Administrators can export the aggregate programme fields enabled for their workspace.
Workspace administrators revoke access through the organisation’s offboarding process in Saventh HRMS.
Share your workforce structure, administrator roles and reporting needs so the current workspace capabilities can be demonstrated accurately.